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Zapier: How To Connect The Investment Dominator To DocuSign

What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to DocuSign, but first, let’s …

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How To Select A Sub-Set of Prospect Records For Printing

First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported. How do you manage a large number of prospect records …

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House Record Options

Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …

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Land Record Options

Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system. Record Options are indicated with a menu icon that looks like this: and if you hover over that icon …

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Stages vs. Statuses

A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses. The default Stages/Statuses of  Land Deals… All In-Process All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’ Prospects Prospect Mailed Letter 1 Skip Trace SKIP TRACE Offer Requests Pending Preliminary Research Offers …

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